Installing the CS Professional Suite: Accounting Products (Creative Solutions Accounting)

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

With the latest releases of CS Professional Suite: Accounting Products, a License Diskette is not required to be installed before the program. The following steps will help you get through the process.

To Install the Program Files

  1. Insert the CS Professional Suite: Accounting Products CD into the CD-ROM drive on your computer. The installation program will open automatically after a few seconds.
  2. Follow the prompt that appears on screen. We recommend that you select each of the default options that appear on these prompts. However, you may choose the options that best suit your preferences.
  3. Choose if you would like shortcuts added.

  4. Choose the location of the Program Management Group.

  5. You will have the option to install sample clients, if needed.

  6. After the program files have been successfully installed, store the CS Professional Suite: Accounting Products CD in a secure place.

CS Connect

Licenses can be retrieved through CS Connect when opening CS Professional Suite: Accounting Products for the first time or for downloading newly updated licenses.

  1. The wizard will launch and guide you through the process of retrieving the licenses through CS Connect.

  2. When prompted, enter your Firm ID and License PIN code.

  3. Click the Next button.
  4. Click the Call Now button.

  5. Click the Close button. CS Professional Suite: Accounting Products will close and the installation process will start automatically.
  6. Click the OK button.
  7. Click the Close button, CS Professional Suite: Accounting Products will automatically be restarted.

Trial Licenses

This option will allow you to install a Trial Version of the program, allowing you to select the modules of your choice.

  1. Go to Help > About CSA and choose the Trial Licenses button.

  2. Select the module you would like to try.

  3. Click the Done button. The CS Professional Suite: Accounting Products will close and the installation process will install the trial licenses.
  4. When done trying out the module(s), go back through these steps and unmark the Trial Licenses.

License Diskette Build

If you have a workstation that does not have the ability to download licenses via CS Connect, another option is to create a license diskette. CSA has the ability to copy your most recent product license to a flash drive or to a different location on your hard drive.

To create a license diskette, use the following procedure:

  1. From the Help menu, choose Repair.
  2. Click the License Disk tab.
  3. If the location displayed in the Source Location field is not correct, click the browse button next to the field and use the Modify Location dialog to navigate to the appropriate location.
  4. Click the Browse button next to the Destination Location field to navigate to the location where you want to create your license diskette.
  5. When you are ready to create the license diskette, click the Create License Disk button.

To install the License diskette on a computer without internet connection:

  1. Follow the "To create a license diskette, use the following procedure" steps (above) and copy the resulting Setup.exe file onto the workstation that does not have internet access.
  2. Right-click on the Setup.exe file and choose run as administrator.
  3. Click yes to: Do you want to allow this app to make changes to your PC?
  4. Select Next to begin the process.
  5. Browse and locate the X:\WinCSI\Tools\CSALic folder, where X is the driver letter where the program is installed.
  6. Click ok.
  7. Click Next.
  8. The files will extract to that location and the CSA License Setup Wizard will begin.
  9. Click Next.
  10. Review the License Agreement and select "I Agree", if you agree and wish to continue with the license installation.
  11. Click Next.
  12. Verify the destination folder is pointing to the correct location. This is typically, X:\WinCSI\Licenses. If not, click Browse and correct the destination path to X:\WinCSI\Licenses, where X is the driver letter where the program is installed.
  13. Click Install.
  14. Click Close.
  15. Open the application.

Additional steps required for a network installation

If you installed the license information and the program files on a network, you must also run the desktop setup program on each workstation.

  1. Click the Start button on the Windows Taskbar and choose Run.
  2. In the Run dialog, type h:\folder\WINCSI\CSA\Desktop\Setup (where h and folder represent the server location where you installed both the license information and the program files. (For example, if you installed the license information and program files in F:\WINAPPS\WINCSI, you would need to enter F:\WINAPPS\WINCSI\CSA\Desktop\Setup in the Run dialog.)

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